EMAIL A QUOTE

Once you have created your quote, you can email it to your client or contact right from CRM.

Choose EMAIL QUOTE from the ribbon at the top.

You will see the email listed on the right under Emails:

Edit and send the emailClick on the email title (in this case 'Inquiry follow up').

You will now see an email form which has been pre-populated based on the information in your quote and the standard inquiry follow-up template in the system.

Simply edit whatever information you wish, add any supporting materials (like infosheets or brochures) and choose SEND from the navigation ribbon at the top of the screen.